Industries · Insurance

Insurance acquisition, engineered line by line.

Health, Medicare, home and auto, and commercial each have their own buyers, compliance rules and agent economics. We build a different system for each, on the same Built to Scale™ foundation.

I.Four lines, four builds
i.

Health

For agency owners and advisor teams, including USHA Advisors.

Under-65 individual and family coverage is shopped fast. The agency that answers first, with an exclusive lead and the right advisor, writes the policy.

Explore Health →
How buyers behave

Request quotes from several sources at once, and act within minutes.

Demand and cost swing around open and special enrollment periods.

Respond best to a fast, personal first contact.

What we build

Exclusive under-65 demand, qualified on household, timing and eligibility.

Capacity-aware routing across your advisor team by state and licence.

AI response that engages every quote request in seconds and books the call.

What we measureCost per leadContact rateAppointment rateAdvisor capacity
ii.

Medicare

For Medicare brokers and FMO/IMO-style agency builders.

Seven weeks of AEP shouldn’t decide the year. We build compliant, year-round acquisition that keeps a growing downline supplied with appointments.

Explore Medicare →
How buyers behave

Turning-65 prospects research months ahead of eligibility.

Annual Enrollment from October 15 to December 7 concentrates demand.

Expect patience, clarity and a trusted local agent.

What we build

Compliant campaigns and funnels with required disclosures built in.

Distribution across your downline by state, contract and capacity.

AEP planning that starts by summer, with year-round turning-65 acquisition.

What we measureCost per appointmentShow rateLeads per agentCompliance
iii.

Home & Auto

For independent agencies writing personal lines.

Personal-lines shoppers compare quotes from several agencies at once. Speed, a clear coverage review and a bundled offer decide who binds.

Explore Home & Auto →
How buyers behave

Shop around renewal dates or after a rate increase.

Care about current carrier, roof age and claims history, often without knowing it.

Bundle home and auto when someone shows them why.

What we build

Funnels that capture current insurer, renewal date, roof age and address.

AI text agents that book a coverage-gap review with a licensed agent.

Automated renewal, bundling and review-request sequences.

What we measureCost per quoteBind ratePolicies per householdRetention
iv.

Commercial

For agencies writing commercial lines.

Commercial books are built on conversations with business owners. We build the outbound and inbound systems that start those conversations at scale.

Explore Commercial →
How buyers behave

Decision makers are busy and rarely respond to generic outreach.

Buying windows follow renewal dates (X-dates).

Trust specialists who know their industry niche.

What we build

Outbound systems by niche, timed to renewal dates.

Pipeline by X-date, with automated follow-up and meeting booking.

Call intelligence and producer coaching from real conversations.

What we measureMeetings bookedCost per meetingX-dates capturedPremium written
II.Common to every line

Different lines. The same standards.

i.

Exclusive leads

Every lead is generated for your agency alone. Never shared, never resold.

ii.

One agency per market

We never work with a competing agency in your area, in any line.

iii.

Compliance by design

Consent, disclosures and contact rules are built into every funnel, sequence and AI conversation.

iv.

You own the system

Everything is built in your accounts, so the data, assets and history stay with your agency.

III.Results

Lower cost, faster appointments.

All results →
Home & auto · Cost per lead No. 01
$4.72
 per exclusive lead

146 exclusive leads in one month for a home and auto agency, on $689.70 of total spend.

+50.5%Volume vs Nov.
−41.4%CPL vs Nov.
Read the case study →
Home & auto · Premium No. 06
$412K
 new household premium in 90 days

A home and auto specialist replaced shared vendor leads with one channel it owns.

90Days
100%Exclusive leads
Read the case study →
Insurance · Cost per lead No. 05
$8
 against a $40 standard

One-fifth of the previous cost per lead, at a quality the team was keen to follow up.

−80%Cost per lead
5×Leads per dollar
Read the case study →
The diagnostic call

Find what your agency is leaving on the table.

We audit your acquisition, backend and sales process in a single working session. If we don’t identify at least $100,000 in recoverable revenue or missed opportunity, we will map your complete growth architecture at no cost.

One partner per marketLimited onboarding each monthNo obligation
I.Four lines, four builds
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How buyers behave

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II.Common to every line

Different lines. The same standards.

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III.Results

Lower cost, faster appointments.

All results →